+815.8%
WDC vs AMT
+15.8%
+800.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.4% | -0.8% |
| 7D | +16.3% | -2.2% | +18.4% | +15.3% |
| 30D | -18.3% | +5.8% | -24.0% | -16.2% |
| 3M | -31.4% | +12.6% | -44.0% | -28.0% |
| 6M | -36.3% | +8.3% | -44.6% | -32.9% |
| YTD | +80.8% | +11.4% | +69.4% | +91.7% |
| 1Y | +87.7% | +7.7% | +80.0% | +97.7% |
| All | +815.8% | +15.8% | +800.0% | +833.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling